MEMORIAL HEALTHCARE IPA, GP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SAFE-HARBOR 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF MEMORIAL HEALTHCARE, IPA, GP
401k plan membership statisitcs for SAFE-HARBOR 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF MEMORIAL HEALTHCARE, IPA, GP
Measure | Date | Value |
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2015: SAFE-HARBOR 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF MEMORIAL HEALTHCARE, IPA, GP 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 71 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
Total of all active and inactive participants | 2015-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 0 |
Number of participants with account balances | 2015-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2012: SAFE-HARBOR 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF MEMORIAL HEALTHCARE, IPA, GP 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 100 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 52 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 30 |
Total of all active and inactive participants | 2012-01-01 | 82 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 82 |
Number of participants with account balances | 2012-01-01 | 82 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: SAFE-HARBOR 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF MEMORIAL HEALTHCARE, IPA, GP 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 148 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 14 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 86 |
Total of all active and inactive participants | 2011-01-01 | 100 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 100 |
Number of participants with account balances | 2011-01-01 | 100 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
Measure | Date | Value |
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2015 : SAFE-HARBOR 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF MEMORIAL HEALTHCARE, IPA, GP 2015 401k financial data |
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Transfers to/from the plan | 2015-06-01 | $-2,708,992 |
Total income from all sources | 2015-06-01 | $92,386 |
Expenses. Total of all expenses incurred | 2015-06-01 | $94,342 |
Benefits paid (including direct rollovers) | 2015-06-01 | $94,179 |
Total plan assets at end of year | 2015-06-01 | $0 |
Total plan assets at beginning of year | 2015-06-01 | $2,710,948 |
Value of fidelity bond covering the plan | 2015-06-01 | $500,000 |
Other income received | 2015-06-01 | $92,386 |
Net income (gross income less expenses) | 2015-06-01 | $-1,956 |
Net plan assets at end of year (total assets less liabilities) | 2015-06-01 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-06-01 | $2,710,948 |
Assets. Value of participant loans | 2015-06-01 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-06-01 | $163 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-06-01 | $0 |
2012 : SAFE-HARBOR 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF MEMORIAL HEALTHCARE, IPA, GP 2012 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $309,936 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $849,734 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $849,199 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $17,203 |
Value of total assets at end of year | 2012-12-31 | $3,661,819 |
Value of total assets at beginning of year | 2012-12-31 | $4,201,617 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $535 |
Total interest from all sources | 2012-12-31 | $11,951 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $400,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | Yes |
Amount of non-exempt transactions with any party-in-interest | 2012-12-31 | $63 |
Contributions received from participants | 2012-12-31 | $11,439 |
Participant contributions at end of year | 2012-12-31 | $36,297 |
Participant contributions at beginning of year | 2012-12-31 | $58,526 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $44,593 |
Administrative expenses (other) incurred | 2012-12-31 | $535 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $-539,798 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $3,661,819 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $4,201,617 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $3,050,851 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $3,288,759 |
Interest on participant loans | 2012-12-31 | $1,238 |
Interest earned on other investments | 2012-12-31 | $10,713 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $530,078 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $854,332 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $280,782 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $5,764 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $849,199 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | BAKER TILLY VIRCHOW KRAUSE, LLP |
Accountancy firm EIN | 2012-12-31 | 390859910 |
2011 : SAFE-HARBOR 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF MEMORIAL HEALTHCARE, IPA, GP 2011 401k financial data |
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Total income from all sources (including contributions) | 2011-12-31 | $516,665 |
Total of all expenses incurred | 2011-12-31 | $872,087 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $871,147 |
Value of total corrective distributions | 2011-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $495,019 |
Value of total assets at end of year | 2011-12-31 | $4,201,617 |
Value of total assets at beginning of year | 2011-12-31 | $4,557,039 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $940 |
Total interest from all sources | 2011-12-31 | $21,948 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $400,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | Yes |
Amount of non-exempt transactions with any party-in-interest | 2011-12-31 | $63 |
Contributions received from participants | 2011-12-31 | $339,666 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $13,580 |
Assets. Loans (other than to participants) at end of year | 2011-12-31 | $58,526 |
Assets. Loans (other than to participants) at beginning of year | 2011-12-31 | $112,099 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-355,422 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $4,201,617 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $4,557,039 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $3,288,759 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $3,427,752 |
Interest on participant loans | 2011-12-31 | $2,979 |
Interest earned on other investments | 2011-12-31 | $18,969 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $854,332 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $1,017,188 |
Net investment gain/loss from pooled separate accounts | 2011-12-31 | $-302 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $141,773 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $871,147 |
Contract administrator fees | 2011-12-31 | $940 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | KELLOGG & ANDELSON ACCOUNTANCY CORP |
Accountancy firm EIN | 2011-12-31 | 952793306 |